Burkett Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Burkett Financial Services’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Buy	4,497 +5	+0.1%	+$294	0.08%	43
2026 Q1	$243K	Hold	4,492	–	–	0.08%	44
2025 Q4	$242K	Sell	4,492 -336	-7%	-$18.3K	0.08%	47
2025 Q3	$262K	Sell	4,828 -16	-0.3%	-$824	0.09%	47
2025 Q2	$240K	Sell	4,844 -46	-0.9%	-$2.13K	0.09%	49
2025 Q1	$221K	Buy	4,890 +5	+0.1%	+$225	0.09%	46
2024 Q4	$215K	Buy	4,885 +113	+2%	+$5.25K	0.09%	46
2024 Q3	$228K	Buy	4,772 +14	+0.3%	+$623	0.09%	43
2024 Q2	$208K	Buy	4,758 +19	+0.4%	+$818	0.11%	42
2024 Q1	$198K	Buy	4,739 +4	+0.1%	+$163	0.1%	46
2023 Q4	$195K	Buy	+4,735	New	+$188K	0.11%	43

Other funds holding VWO

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Burkett Financial Services's VWO Position: Q2 2026 in Review

Burkett Financial Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.11% in Q2 2026, buying an estimated $294 and bringing the position to 4,497 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #43.

Burkett Financial Services first reported a position in VWO in Q4 2023 and has held it in 11 quarters since. 1,276 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Burkett Financial Services held 4,497 shares of Vanguard FTSE Emerging Markets ETF worth $268K as of Q2 2026.
Burkett Financial Services bought 5 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $294.
Vanguard FTSE Emerging Markets ETF made up 0.08% of Burkett Financial Services's portfolio in Q2 2026, its #43 holding.
Burkett Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 11 quarters since.
1,276 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.